Training Calendar

• candidates of the CPWP Module 1 Examinations refresh and/or build a strong knowledge base and practical skills on the topics to be examined by learning or refreshing the topics of the syllabus of the CPWP Module 1 Examination

• in-service practitioners of the financial services industry to acquire the knowledge and skills required for entering the private wealth management field

The Programme has 14 topics and each training session covers one topic. Topic 4 Foreign Exchange is a 2-hour training session.

Key Learning Objectives

• Understand different types of exchange rate systems;

• Know the Linked Exchange Rate System in Hong Kong;

• Understand the organization and operations of the foreign exchange market;

• Know the spot foreign exchange;

• Know the different quotation methods for an exchange rate; • Know the forward foreign exchange; and

All classes are taught by highly qualified individuals who are subject matter experts with an excellent understanding of the knowledge area. Instructor has an extensive knowledge of the topic and relevant work experiences.

2. In-service practitioners of the financial services industry who would like to acquire the core knowledge and skills for entering the private wealth management field.

Financial Incentive for Professional Training

Effective 1 October, 2016, “Certified Private Wealth Professional (CPWP) Module 1 - Technical, Industry and Product Knowledge” is one of the eligible courses/programmes under the financial incentive scheme of the WAM Pilot Programme.

In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to a maximum of $7,000 (whichever is the lower) upon satisfactory completion of a course or seminar under the selected programmes of the Scheme.

Each individual may apply for fee reimbursement for more than one course / seminar, up to a ceiling of $7,000 per person over the three-year period of the Scheme.

Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course attended. For Certified Private Wealth Professional (CPWP) Module 1 - Technical, Industry and Product Knowledge Programme, eligible individual can apply for course reimbursement upon satisfactory completion of each module. Please refer to the WAM Pilot Programme website (Financial Incentive Scheme) for application details.